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    Topic: Life Event Advice

    • Investments Advice Life Event Advice Life Planning Advice

      Financial Advisory and a Service-Centered Approach

      April 18, 2022
      Financial advisory firms have historically endured a bad reputation ­– either because they were too expensive, or they only helped people with lots of money to invest, or they were trying to sell clients a product or plan that didn’t align with the heart of their goals and situation. Too many Americans don’t think they can afford a Financial Advisor and planning services. Too many of them avoid partnering with ... Read more
    • Life Event Advice

      Tax Refund Scams

      By June Adams
      January 31, 2022
      Tax-related fraud and identity theft have continued to grow, with millions of people becoming targets. Scammers need little more than your Social Security number and other general information to file a fraudulent tax return and hijack your tax refund. Taxpayers typically don’t discover the fraud until they attempt to file their own returns, which is why it's essential to file taxes as soon as possible. At the same time, you ... Read more
    • Investments Advice Life Event Advice Life Planning Advice

      The Economy and the Election

      By Jeff Motske, CFP®
      October 29, 2020
        Today, conversations, screens, and ads on how the upcoming election will affect our economy and the American way of life are unavoidable. Naturally, we start to ponder how the outcome might impact our own financial independence. Since market forecasters and economic commentators ever really get it right only part of the time, formulating investment strategy based on “expert” prognostications and financial journalism routinely sets individual investors up for failure. ... Read more
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